Vontobel Holding’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vontobel Holding’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5M	Sell	475,095 -1,351,882	-74%	-$70.3M	0.08%	208
2026 Q1	$90.2M	Buy	1,826,977 +1,359,527	+291%	+$70.8M	0.31%	70
2025 Q4	$25.6M	Sell	467,450 -7,634	-2%	-$407K	0.08%	194
2025 Q3	$25.6M	Buy	475,084 +992	+0.2%	+$52.6K	0.08%	175
2025 Q2	$24.8M	Sell	474,092 -11,256	-2%	-$557K	0.08%	166
2025 Q1	$24.2M	Sell	485,348 -7,575	-2%	-$380K	0.09%	152
2024 Q4	$23.8M	Buy	492,923 +33,981	+7%	+$1.64M	0.08%	147
2024 Q3	$20.8M	Buy	458,942 +14,938	+3%	+$652K	0.07%	165
2024 Q2	$18.3M	Sell	444,004 -5,534	-1%	-$228K	0.06%	163
2024 Q1	$18.9M	Sell	449,538 -6,369	-1%	-$251K	0.15%	148
2023 Q4	$17.1M	Sell	455,907 -7,007	-2%	-$243K	0.14%	148
2023 Q3	$15.4M	Sell	462,914 -402	-0.1%	-$13.9K	0.14%	156
2023 Q2	$15.6M	Buy	463,316 +3,070	+0.7%	+$100K	0.14%	160
2023 Q1	$14.8M	Buy	460,246 +1,050	+0.2%	+$36.5K	0.14%	161
2022 Q4	$15.7M	Sell	459,196 -6,515	-1%	-$220K	0.16%	146
2022 Q3	$14.1M	Sell	465,711 -14,996	-3%	-$496K	0.17%	138
2022 Q2	$15.1M	Sell	480,707 -6,601	-1%	-$228K	0.16%	136
2022 Q1	$18.7M	Buy	487,308 +11,746	+2%	+$459K	0.16%	132
2021 Q4	$18.6M	Buy	475,562 +96,621	+25%	+$3.8M	0.15%	136
2021 Q3	$14.2M	Sell	378,941 -51,693	-12%	-$1.93M	0.13%	146
2021 Q2	$15.8M	Buy	430,634 +1,350	+0.3%	+$49.4K	0.14%	133
2021 Q1	$14.6M	Buy	429,284 +65,899	+18%	+$2.12M	0.11%	130
2020 Q4	$10.7M	Buy	+363,385	New	+$9.72M	0.07%	165

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vontobel Holding's XLF Position: Q2 2026 in Review

Vontobel Holding reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 74% in Q2 2026, selling an estimated $70.3M and leaving 475,095 shares worth $25.5M. The position accounts for 0.08% of the portfolio, ranked #208.

Vontobel Holding first reported a position in XLF in Q4 2020 and has held it in 23 quarters since. The position peaked at $90.2M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Vontobel Holding held 475,095 shares of State Street Financial Select Sector SPDR ETF worth $25.5M as of Q2 2026.
Vontobel Holding sold 1,351,882 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $70.3M.
State Street Financial Select Sector SPDR ETF made up 0.08% of Vontobel Holding's portfolio in Q2 2026, its #208 holding.
Vontobel Holding first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Vontobel Holding's State Street Financial Select Sector SPDR ETF position peaked at $90.2M in Q1 2026.
1,901 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.